A complete list of active advisors currently associated with Centennial Securities Company Inc

Warmer can help you find a great advisor at Centennial Securities Company Inc or one who fits your needs even better.

Centennial Securities Company, Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting services to a mix of individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, trusts and estates, foundations, endowments, and other business entities. Offerings described in the brochure include individually managed accounts, a sponsored wrap‑fee program (Centennial Select), access to third‑party manager programs, and plan advisory services. Investment advice is delivered through the firm’s investment adviser representatives rather than a central investment committee, with portfolios tailored to client objectives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third‑party model and overlay solutions (including RBC Unified Portfolios and Envestnet). The firm provides both discretionary and non‑discretionary management, conducts regular account reviews, and may employ a range of strategies from long‑term holdings to more active trading and options where suitable. Centennial’s brochure highlights several features that distinguish it from many peers: it is concurrently registered and active as a broker‑dealer and operates as a licensed insurance agency, it sponsors and solicits for third‑party manager programs, and it maintains an affiliated pension consulting relationship (Pathway Benefit Services) owned by firm representatives. The firm also reports serving less‑common institutional client types for its peer group — such as banking and insurance institutions, other investment advisers, and governmental or sovereign entities — and the brochure discloses no material disciplinary events.

To learn more about the advisors currently working at Centennial Securities Company Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Centennial Securities Company Inc's office locations.